movódemo · Verdant Harbor

Demo scenario — sample community health organization data. All names, numbers, and scenarios are fictional.

DECIDE · Decide what’s next

Decisions

6 decisions surfaced this month. Full audit trail, every source dated.

Demo scenario. Verdant Harbor Community Health is fictional. All names, numbers, and scenarios are synthetic demonstration data.

Total decisions

6

This month

High urgency

2

Need attention this week

Medium urgency

3

In motion

Low urgency

1

Tracking

Decision log

complianceHigh urgencyDue 2026-05-08 · 15d

SAMHSA Block Grant Q1 narrative report due May 8

Required quarterly programmatic narrative for the SAMHSA Community Mental Health Block Grant ($1.09M/yr). Template requires narratives on three workforce outcomes, two equity indicators, and beneficiary demographics. Last year’s submission triggered two follow-up questions from the program officer; current draft has not addressed those.

Recommendation

Allocate two clinician hours for narrative review; reference the prior follow-up questions directly in the workforce-outcomes section.

Stakeholders: SAMHSA Program Officer, State Behavioral Health Authority
Surfaced by Compliance engine
Sources: SAMHSA reporting schedule PDF (2026-04-17) · Prior submission follow-up letter (2026-04-17)
operationsMedium urgencyDue 2026-05-31 · 38d

Laboratory testing vendor contract renewal

Current vendor provides urine drug screening for the MAT program at $28 per screen, 2,400 screens annually. Vendor notified 90-day renewal window; renewal rate proposed at $34/screen (+21%). Regional competitor quote available at $29/screen with 60-day transition runway. Margin impact on MAT program meaningful.

Recommendation

Negotiate current vendor to $30.50/screen or transition to competitor; projected annual savings $8,400–$12,000.

Stakeholders: MAT Program Director, CFO
Surfaced by Revenue engine
Sources: Current vendor renewal notice (2026-04-14) · Competitor quote (2026-04-14)
financeMedium urgencyDue 2026-06-15 · 53d

Recovery program care coordination budget escalation

Recovery and Community Integration caseload has grown 22% over prior year. Current peer support specialist ratio (4 staff to 215 active clients) exceeds recommended 1:40 ratio. Request from program director to add 1 FTE peer recovery specialist ($52K loaded cost) for FY2026.

Recommendation

Surface the request at the May board meeting with a funding path from the program-specific foundation grant renewal ($180K pending).

Stakeholders: Program Director, CFO, Board Finance Committee
Surfaced by Workforce engine
Sources: Program caseload dashboard (2026-04-20) · SAMHSA recommended peer support staffing ratios (2026-04-20)
operationsLow urgencyDue 2026-05-20 · 27d

Executive Director 5-day planned leave, May 20–24

Dr. Okafor has scheduled continuing-education leave at a regional behavioral-health conference. Conflicts with the SAMHSA block grant submission period (due May 8, with potential follow-up questions in the 72-hour window after). Coverage plan needed.

Recommendation

Delegate SAMHSA follow-up response authority to CCO in writing; designate Director of Compliance as escalation contact.

Stakeholders: Executive Director, Chief Clinical Officer
Surfaced by Operations engine
Sources: Calendar (2026-04-18)
governanceMedium urgencyDue 2026-05-14 · 21d

May 14 board meeting — Q1 financials and strategic review

Quarterly financials, program outcome dashboard, and three strategic items scheduled for the May 14 board meeting. Chair has requested written materials 7 days in advance. Current draft deck addresses financials but not the strategic items (Recovery program expansion, school-based waitlist, workforce training fee revenue).

Recommendation

Surface the three strategic items as a single "Growth Levers" page in the board deck; frame each with the relevant financial or operational data already in the financials section.

Stakeholders: Board Chair, Executive Director, CFO
Surfaced by Board prep engine
Sources: Board meeting agenda (2026-04-22) · Chair email re: materials schedule (2026-04-22)
complianceHigh urgencyDue 2026-06-30 · 37d

Ryan White Part C subrecipient compliance report due June 30

Verdant operates as a Part C subrecipient ($420K subgrant) supporting HIV Care Continuum + PrEP Navigation. Mid-year compliance package due to the primary recipient includes: viral-suppression rates, retention-in-care percentages, payer-of-last-resort attestation, and the sub-recipient pass-through to Forge Hollow Outreach ($44K). Last cycle the primary recipient flagged a gap between case-management notes and the reported retention number; the gap was reconciled but the corrective action plan has not yet been documented in this cycle’s package.

Recommendation

Lock the retention-in-care number against case-management notes before draft submission; reference the prior corrective action plan in the narrative; surface the Forge Hollow pass-through in the sub-recipient attachment.

Stakeholders: HIV Care Continuum Director, Compliance, Primary recipient (HRSA-funded grantee of record)
Surfaced by Compliance engine
Sources: Part C subrecipient reporting schedule (2026-05-15) · Prior-cycle corrective action plan draft (2026-05-15)
Every decision is traceable to the signal that triggered it. Every source is dated. When the board asks how decisions get made, this is the answer.

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